See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,007 | $153,772-33.7% | $133,980-23.9% | $273,961-62.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 19.40% | 36.51%-17.1pp | 29.30%-9.9pp | 41.45%-22.1pp |
| Employer contribution / active EE | $5,293 | $6,029-12.2% | $5,211+1.6% | $4,869+8.7% |
| Participant deferral / active EE | $10,167 | $6,958+46.1% | $6,282+61.8% | $5,287+92.3% |
| Admin fee / account holder | $20,650 | $11,765+75.5% | $9,324+121.5% | $10,132+103.8% |